News and Commentary
People & Purpose
Veterans Day BBQ 2025
We’re so grateful to everyone who came out to our BBQ on Saturday, November 8th to celebrate Veterans Day with us!
A Wine Tour of Italy at Total Wine | April 16th, 2025
We experienced the artistry of Italian winemaking with a curated tasting of classic varietals from renowned regions across Italy.
Veterans Day BBQ 2024
Thank you to everyone who joined us on Saturday, November 9th for our annual client BBQ in celebration of Veterans Day!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
